At a Glance
- Tasks: Support the Portfolio Management Team with financial analysis and client reviews.
- Company: Established provider of Leveraged Finance and Asset Based Lending solutions.
- Benefits: Market-leading salary, hybrid working, and a full range of benefits.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make an impact in financial risk management.
- Qualifications: 2-3 years accounting experience; ACA or ACCA preferred.
The predicted salary is between 45000 - 55000 £ per year.
Job Description A fantastic opportunity has arisen for a qualified/part qualified accountant to join the growing team of an established and well-respected provider of Leveraged Finance and Asset Based Lending solutions as a Portfolio Analyst, based from their UK head office in Sussex.
Main responsibilities: Responsibility for assisting and supporting the Portfolio Management Team with regulatory risk, rating and profitability analysis of the company’s client portfolio.
Taking prime responsibility for conducting Annual Client Reviews and Repayment Analysis.
Supporting Portfolio Managers in the completion of credit applications/modifications.
Achievement of specific annual Business KPI’s and personal Goals and Objectives.
Supporting the Credit Risk & Portfolio Directors with required reporting deadlines for receipt of client financial information and preparation of internal reporting.
General and job specific responsibilities: Ensure you are up to date with the company’s Policy and Regulatory and system requirements via information presented in the company’s Intranet whilst liaising with Compliance colleagues in the UK and US.
Responsibility for understanding of critical risk, compliance and operational systems and processes (to include I Factor, Capital Stream/Atlas, Risk Rating Scorecards, HRCI, Leveraged Lending/Repayment Analysis/Enterprise Value and Economic Profit).
Analysis of audited and management accounts, and forecasts in conjunction with preparation/updating of the company’s financial models.
Review covenant compliance.
Completion of calculations for leverage (LL), higher risk (HRCI), economic profit (EP) and preparation of information to enable enterprise valuations (EV) using latest Regulatory tools and formulae.
Timely and accurate completion of written reports to present review of annual financial statements and YTD management accounts, including Profit & Loss, Balance Sheet and Cash Flow with comparisons to include prior period and forecasts, with explanations of key components, events and regulatory LL, HRCI, EP and EV standings.
Be able to identify key financial risks and suggest/recommend appropriate mitigation.
Identify need for, and as applicable, complete Repayment Analysis.
In conjunction with the above, preparation and maintenance of records to be able to present reporting compliance at any given point in time.
Submit periodic financial statements to the company’s Spreading Team and review of output to ensure accurate representation and complete Risk Rating Scorecards as needed.
Assist with the completion of client credit applications/modifications, and (where applicable) quarterly portfolio reviews.
Attendance and involvement on telephone calls and meetings (in conjunction with Portfolio Managers) with clients, advisors, lawyers and other relevant parties, as appropriate.
Update functionality of the company’s in-house financial modelling tool as necessary to enhance Portfolio Management output.
Maintain and update the Client Availability Dashboard and participate in other bespoke projects that seek to enhance the company’s management of risk and process.
In addition to the duties and responsibilities listed, the Job holder will be required to perform other duties assigned by their Line Manager from time to time.
Skills & Competencies required for the role:2-3 years relevant accounting experience, strong preference being for a fully qualified accountant, ACA or ACCA.
Strong financial analysis skills with the ability to utilise financial modelling to interpret profit and loss, balance sheet and cash flow statements and to articulate both verbally and in written work.
Strong report writing skills.
Strong Microsoft office skills, notably Word and Excel, and preferably Power Point.
Ability to communicate a balanced view of situations and consider alternative viewpoints.
Proven track record of working to tight deadlines and ability to prioritise.
An understanding of Asset Based lending/Leveraged Finance and associated risk factors.
The successful candidate will be rewarded with a market leading salary plus a full range of additional benefits.
This is a role enjoying hybrid working arrangements with an expectation to work from the office 3 days per week.
Portfolio Analyst – Sussex in Brighton employer: M2 Professional Recruitment Services
Join a well-respected provider of Leveraged Finance and Asset Based Lending solutions as a Portfolio Analyst in Sussex, where you will thrive in a supportive work culture that values professional growth and development. With a market-leading salary and a comprehensive benefits package, including hybrid working arrangements, this role offers the perfect balance of flexibility and collaboration. Be part of a dynamic team that encourages innovation and rewards achievement, making it an excellent employer for those seeking meaningful and rewarding employment.
Contact Details:
M2 Professional Recruitment Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Analyst – Sussex in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like M2 Professional Recruitment Services. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Analyst – Sussex in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to M2 Professional Recruitment Services.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on M2 Professional Recruitment Services's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at M2 Professional Recruitment Services
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with M2 Professional Recruitment Services.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at M2 Professional Recruitment Services will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former M2 Professional Recruitment Services employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
